Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,230,598
+$4,959,387 QoQ
Shares Held
25,022
+1418.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#728
of 2,723 holders
Holding Since
Dec 2024
6 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $11,887,524 across 6 Capital Markets names. MS ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
25,022 | $5,230,598 | |
| 2 | SCHW |
Schwab Charles Corp
|
35,882 | $3,310,832 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
24,280 | $2,113,331 | |
| 4 | MC |
Moelis & Co
|
8,002 | $523,490 | |
| 5 | GS |
Goldman Sachs Group Inc
|
362 | $366,115 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,422 | $343,158 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,230,598 | 25,022 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,211 | 1,648 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $207,177 | 1,167 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $13,240 | 94 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $10,966 | 94 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $93,158 | 741 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||